FORTUNE FINANCIAL ADVISORS

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At Fortune Financial Advisors, we are dedicated to empowering your financial future through tailored strategies and expert guidance. Our comprehensive services equip you with the knowledge and tools you need to make confident, informed decisions.

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Is your financial plan performing at its peak? Our experienced team specializes in navigating the complexities of financial planning. From custom plan designs to proactive support, we work closely with you to ensure your plan aligns with your unique goals – and adapts as they evolve.

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As your trusted advisors, we prioritize clear, transparent communication. We provide personalized guidance to help you navigate financial decisions with clarity and confidence.

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Compliance is the cornerstone of a successful financial plan. Our team stays ahead of regulatory changes and industry trends to protect and optimize your plan. By implementing best practices and drawing on deep expertise, we ensure your plan remains compliant – and positioned for long-term success.

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Experience the Fortune Financial Advisors difference. Our commitment to excellence, personalized service, and industry-leading insight sets us apart. Take charge of your financial future – and achieve your goals with confidence.

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Latest Articles

Aerospace: After A Century of Growth; A Bright Future Ahead

  As an investor, imagine if you could invest in an industry that enjoys the pricing power and regulatory barriers enjoyed by tobacco incumbents as [...]

The Tailwind of An Aging Installed Base – HVAC

A recurrent theme here has been the opportunity provided by a large installed base, but that is aged and entering the prime years for repair [...]

The Implications of an Aged Housing Stock

U.S. housing is in an interesting spot.  The housing stock is increasingly aged, housing starts are only just beginning to catch up with the long-term [...]

A Few Thoughts On Diversification Strategies

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful [...]

The Rocks That Connect America

Welcome to Episode 11 of the Preferred Shares Podcast. In this episode—the second part in our series on the beneficiaries of the spending on the interstate [...]

Research Paper: The Implications of Migration to the Southern United States

This was a fun collaboration with my Preferred Shares co-host, Doug Ott, of Andvari & Associates.  We take a deep dive into the factors driving continued movement [...]

A Few Thoughts on Asset Location

Note:  This post was inspired by a December 2023 article by Fidelity on asset placement as a tool for tax-efficiency.  I hope to build on [...]

How The Interstate Highway System Changed American Industry

Signed into law in 1956 by then President Dwight Eisenhower, the Federal Highway Act created the Interstate Highway System, which would become the largest and [...]

About Fortune Financial Advisors

Lawrence Hamtil
Principal

Jon Albarelli
Wealth Advisor

Dennis Wallace
Principal

Kelli Harpe
Federal Benefits Expert

Stan Stark
Income Tax Specialist

Roxanna Noland
PARTNER & OPERATIONS MANAGER

Our History
Meet The Team

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